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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7429 results found

  1. Have all the Installment details be visible to the approver

    2 votes

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  2. Option to Disable Payment Reminders for Individual Documents.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  3. The ability to add specific fields for S&H by product, as well as having those fees be subject to quantity options.

    1 vote

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  4. Introducing filters for returns for users, members, and workspaces would allow us to get these things by individual instead of having to sort a list on our side.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.

    1 vote

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    1 comment  ·  API  ·  Admin →
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  6. We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.

    1 vote

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    1 comment  ·  API  ·  Admin →
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  7. We would like an endpoint to update the branding a signer sees in the Signing view, so we can programmatically update the logo of a workspace.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  8. Currently using API for their payments and would like to be able to set up installments via API workflow.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. 2C2P Payment Gateway

    1 vote

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  10. Introduce a conditional logic setting within the pricing table that allows users to configure the visibility of the discount column dynamically. If a product has a discount, the column should appear automatically; if no discount is applied, the column should remain hidden.

    3 votes

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  11. A permission for custom roles allowing to provide access to Webhooks settings

    1 vote

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  12. Option to bulk download documents directly instead of receiving a link to an email

    2 votes

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  13. restrict send documents on someone's behalf

    2 votes

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  14. Ability to copy and paste table to a different document

    3 votes

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  15. Option to use the template available in Greenhouse instead of Greenhouse selecting template in PandaDoc

    2 votes

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  16. Option to port a phone number from an existing Twilio account to PandaDoc. This would allow users to have a dedicated local, recognizable number associated with their PandaDoc account, improving customer communication and brand recognition.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.

    2 votes

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  18. A user might have a "Full Address" field in PandaDoc, and they want to map this single field to different properties in HubSpot, such as "Street Address," "City," and "Postal Code." Currently, they would need to create multiple fields in PandaDoc for each specific property, which complicates the document creation process.

    2 votes

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  19. Ability to pass line item image from HubSpot

    3 votes

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  20. Some Roles needs to be enabled for users to perform objectives, it would be better to have a pop up of which part of the Role nees to be enabled.

    User 1 Admin Role
    User 2 Limited Member Role
    User 3 Member Role

    Admin and Member Roles can make changes on quotes while Limited member Role can't make changes and they need to check each side by side on the role comparison to determine which needs to be enabled and disabled.

    The Aks: It would be best that when a Role with limitations makes a change on a document if…

    2 votes

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